FRANKLIN RESOURCES INC

Position in UBS — UBS Group AG

CIK 38777 San Mateo, CA

Back to UBS Full portfolio

Position in UBS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$199,319,547

-$27,933,529 QoQ

Shares Held

5,101,601

+4.0% QoQ

Ownership

0.156%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.08134740447166.ToString("F0")% Shared 0.ToString("F0")% None 1.9186525955283449.ToString("F0")%

Common Shares in UBS Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Mar 31, 2026

FRANKLIN RESOURCES INC holds $14,547,233,765 across 19 Banks - Diversified names. UBS ranks #7 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,025,584	$4,419,925,783
2	C	Citigroup Inc	38,971,315	$4,419,736,829
3	BAC	Bank Of America Corp /De/	73,067,991	$3,562,064,554
4	WFC	Wells Fargo & Company/Mn	11,070,055	$881,287,069
5	RY	Royal Bank Of Canada	2,403,672	$388,866,051
6	BNY	Bank of New York Mellon Corp	1,964,707	$233,073,185
7	UBS	UBS Group AG This page	5,101,601	$199,319,547
8	BNS	Bank Of Nova Scotia	1,884,493	$130,614,206

All Filings in UBS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$199,319,547	5,101,601	+4.0%	Shares	Defined	2026-05-13
2025-12-31	$227,253,076	4,907,214	+184.1%	Shares	Defined	2026-02-11
2025-09-30	$70,816,840	1,727,240	+171.0%	Shares	Defined	2025-11-13
2025-06-30	$21,553,551	637,302	-71.2%	Shares	Defined	2025-08-12
2025-03-31	$67,855,556	2,215,330	+23.8%	Shares	Defined	2025-05-13
2024-12-31	$54,269,735	1,789,899	+34.3%	Shares	Defined	2025-02-12
2024-09-30	$41,191,465	1,332,626	-13.4%	Shares	Defined	2024-11-27
2024-06-30	$45,466,281	1,539,143	-13.7%	Shares	Defined	2024-08-14
2024-03-31	$54,784,754	1,783,358	+112.2%	Shares	Defined	2024-05-13
2023-12-31	$25,971,045	840,487	+77.2%	Shares	Defined	2024-02-09
2023-09-30	$11,694,080	474,405	-18.9%	Shares	Defined	2023-11-13
2023-06-30	$11,850,933	584,654	-20.2%	Shares	Defined	2023-08-11
2023-03-31	$15,625,102	732,198	-20.7%	Shares	Defined	2023-05-12
2022-12-31	$17,248,333	923,853	-24.5%	Shares	Defined	2023-02-10
2022-09-30	$17,760,615	1,224,026	-4.1%	Shares	Defined	2022-11-14
2022-06-30	$20,696,505	1,275,987	-33.0%	Shares	Defined	2022-08-11
2022-03-31	$37,186,258	1,903,084	+10.7%	Shares	Defined	2022-05-13
2021-12-31	$30,729,356	1,719,606	+5.1%	Shares	Defined	2022-02-11
2021-09-30	$26,092,820	1,636,940	-22.0%	Shares	Defined	2021-11-12
2021-06-30	$32,205,191	2,099,426	+1.7%	Shares	Defined	2021-08-13
2021-03-31	$32,073,717	2,065,275	-34.4%	Shares	Defined	2021-05-13
2020-12-31	$44,497,613	3,149,159	-3.1%	Shares	Defined	2021-02-10
2020-09-30	$36,223,359	3,248,732	+41.3%	Shares	Defined	2020-11-12
2020-06-30	$26,541,246	2,299,935	-35.8%	Shares	Defined	2020-08-13
2020-03-31	$33,156,325	3,580,597	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.